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Jacob Loi, Cfa, Ca Email & Phone Number
Associate
at
D23 Capital & Advisory
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate
Location
Sydney, New South Wales, Australia
Company size
Who is Jacob Loi, Cfa, Ca? Overview
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Quick answer
Jacob Loi, Cfa, Ca is listed as Associate at D23 Capital & Advisory, a with 7 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Jacob Loi, Cfa, Ca.
Jacob Loi, Cfa, Ca previously worked as Investment Banking at Boutique Investment Bank and Equity Research Associate at Citi. Jacob Loi, Cfa, Ca studied at Cfa Institute.
Company email context
Email format at D23 Capital & Advisory
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D23 Capital & Advisory
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Profile bio
About Jacob Loi, Cfa, Ca
Jacob Loi, Cfa, Ca is a Associate at D23 Capital & Advisory. They is proficient in Chinese and Foochow.
Current workplace
Jacob Loi, Cfa, Ca's current company
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D23 Capital & Advisory
5 roles
Jacob Loi, Cfa, Ca work experience
A career timeline built from the work history available for this profile.
Investment Banking
Current
Boutique Investment Bank
M&A and Advisory
Aug 2024 - Present
Apr 2022 - May 2024
Investment Analyst, Equities
External Equity Mandates (fund of funds): Generalist covering Australian, International Developed Markets, and Emerging Market fund managers.
Nov 2019 - Apr 2022
Analyst
Mar 2017 - Nov 2019
4 education records
Jacob Loi, Cfa, Ca education
Education record
Cfa Institute
Education record
Bachelor Of Commerce (B.Com.), Accounting And Finance
Education record
Glen Waverley Secondary College
FAQ
Frequently asked questions about Jacob Loi, Cfa, Ca
Quick answers generated from the profile data available on this page.
What company does Jacob Loi, Cfa, Ca work for?
Jacob Loi, Cfa, Ca works for D23 Capital & Advisory.
What is Jacob Loi, Cfa, Ca's role at D23 Capital & Advisory?
Jacob Loi, Cfa, Ca is listed as Associate at D23 Capital & Advisory.
Where is Jacob Loi, Cfa, Ca based?
Jacob Loi, Cfa, Ca is based in Sydney, New South Wales, Australia while working with D23 Capital & Advisory.
What companies has Jacob Loi, Cfa, Ca worked for?
Jacob Loi, Cfa, Ca has worked for D23 Capital & Advisory, Boutique Investment Bank, Citi, Victorian Funds Management Corporation (Vfmc), and Deloitte Australia.
How can I contact Jacob Loi, Cfa, Ca?
You can use AeroLeads to view verified contact signals for Jacob Loi, Cfa, Ca at D23 Capital & Advisory, including work email, phone, and LinkedIn data when available.
What schools did Jacob Loi, Cfa, Ca attend?
Jacob Loi, Cfa, Ca studied at Cfa Institute.
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